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Disclosery

Avidian Wealth Enterprises, LLC: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on DGRO, newest first. How the timeline and the estimate are built.

Avidian Wealth Enterprises, LLC held 105,090 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 105,090 shares
    Change vs previous 13F -10,280 shares

    0.22% of the 13F portfolio, value $7,922,703.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 115,370 shares
    Change vs previous 13F +1,276 shares

    0.24% of the 13F portfolio, value $8,743,919.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 114,094 shares
    Change vs previous 13F -4,037 shares

    0.25% of the 13F portfolio, value $8,007,131.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 118,131 shares
    Change vs previous 13F +1,480 shares

    0.3% of the 13F portfolio, value $8,200,626.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 116,651 shares
    Change vs previous 13F -563 shares

    0.3% of the 13F portfolio, value $7,941,625.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 117,214 shares
    Change vs previous 13F +4,210 shares

    0.3% of the 13F portfolio, value $7,494,641.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 113,004 shares
    Change vs previous 13F -8,297 shares

    0.31% of the 13F portfolio, value $6,981,392.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 121,301 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,440,589.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).